A cap table shows the company’s ownership distribution, including details of common shares, preference shares, options, warrants, convertible notes, and many others. Here are two ways to add all the necessary details to view it in Eqvista’s cap table. SCENARIO 1: ADDING DATA IN FREEMIUM The process includes adding shareholders, equity classes, and issuing shares … Continued
A cap table report is a report that you will need to show to your new investor or others when you are about to make a deal. With Eqvista, you can now easily get your report created per your requirements. If you have been using Eqvista for a while now and have already added all the details … Continued
Eqvista allows you to create a vesting plan very easily. Here is a step-by-step guide that will help you understand how to create a vesting plan on Eqvista. Step 1: Log into your account on Eqvista, select the company account, and go to the company’s dashboard. On the dashboard, click on “Cap table” on the left-hand side panel … Continued
Creating a vesting schedule for RSAs is easy when you are doing it through Eqvista. To make things easier for those who need some help, here is a step-by-step guide on how to create a vesting schedule using RSAs. Step 1: Begin by logging into your Eqvista account and selecting the company account. Once you get to the … Continued
Eqvista is a highly advanced equity management software that helps shareholders, investors, and companies in managing and tracking the shares. With the help of our app, owners can make smarter decisions for their company’s capital and equity. The software helps you handle all the transactions from the seed-stage to the pre-IPO stage where all the … Continued
If you are looking for an application that can manage your shareholders, common equity, cap tables, and company filings in one place, then Eqvista is the right choice. Here is a step-by-step guide to login on to the Eqvista platform. It is very easy and takes you to the cap table software. Step 1: To login, click … Continued
Onboarding File out main information about you, company, authorized shares and Par Value (Initial Price Per Share). Invite your lawyer or simply manage it by yourself. You might also set up a board of directors. Client and Contact Information Company Information – C Corporation – You may usually set up your company as a C … Continued
Just like you have a timeline in your social media, Eqvista has incorporated the same idea in its application as well. This means that you can keep a note of all the things that you do right from one place, in the Timeline. Here is a guide to help you understand how to view the timeline and … Continued
Every company requires the need to issue shares at some point in the business. When a company issues shares to a person or legal entity, the company is legally issuing new shares to offer ownership to a new shareholder. This person can be the founder of the company, a shareholder, an investor, an employee, a … Continued
Viewing your company’s profile is easy on Eqvista. Here is how you can view your company profile overview on Eqvista. Step 1: Log into your Eqvista account and choose the company account that you want to view. You will be directed to the dashboard as shown below. Here, you will see the option “Company” on the left side panel of the … Continued
If you want to start issuing and managing shares, Try out our Eqvista App, it is free and all online!
